#433 – Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets

70 minutes

Today’s guest is Dwight Anderson, founder of Ospraie Management, a firm that actively invests in commodity markets and basic industries worldwide. Dwight previously worked at famed shops like Tudor and Tiger Management in charge of the Basic Industries and Commodities Group.

In today’s episode, we’re talking with one of, if not the best investor to hear from about the chaotic year commodities have had so far.  Dwight shares his macro view of the world today and then the micro picture for different commodities across energy, metals, and agriculture. He touches on a few stocks he likes today and then we get into his choice to get into the ag tech space and where he sees opportunities today.  

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Past guests include Ed ThorpRichard ThalerJeremy GranthamJoel GreenblattCampbell HarveyIvy ZelmanKathryn KaminskiJason CalacanisWhitney Baker, Aswath DamodaranHoward MarksTom Barton, and many more. 

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